WEALTH MATTERS: Addressing Real Estate Title Issues

Posted on February 22, 2017

Craig Frankel, Hugh Wood, Adam Gaslowitz

Hugh Wood/Wood & Meredith

Hugh C. Wood is a partner in Wood & Meredith, LLP, Atlanta (Tucker) Georgia 30084. Mr. Wood has resolved real estate litigation matters and probate litigation matters for over 2 decades in Georgia. At the intersection of fiduciary litigation and real property litigation, Mr. Wood resolved the largest probate estate-related real estate partition action in Georgia history – 7,000 acres. He has resolved numerous complex estate-driven real estate matters throughout north and middle Georgia, jointly-owned Kaolin properties, joint-owned farm property estates, marble interests including resolving interest associated with the Murphy marble belt.

Mr. Wood has resolved numerous estate real estate issues on the Georgia coast. He has reported cases in the Georgia Supreme Court, the Court of Appeals and federal reporters. He has represented John Weiland properties, title insurance companies, numerous national banks and insurance companies all associated with the resolution of disputed land title issues. He is willing to represent client’s estates and defendants in probate and land disputes in superior and federal court in Georgia. He is of counsel to Merolla & Gold, LLP where they maintain fiduciary litigation practice in Florida. He is past President of the Atlanta Bar Real Estate Section.

He attended Auburn University, BS (honors); Univ. of Alabama JD and an LLM from Emory University. He is has been AV rated from Martindale Hubbell for over 15 years and is a member of the Georgia, Virginia and West Virginia State Bars. He is a member of the U.S. Tax Court and is an AJC top rated lawyer for 2015 and 2016.

ABOUT GASLOWITZ FRANKEL, LLC:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

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WEALTH MATTERS: Financial Management and Life Care Options for Seniors

Posted on June 22, 2016

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Robert Port, Miles Hurley, Chris Foster, Barbara Scurry, Adam Gaslowitz

Adam Gaslowitz and Robert Port discuss “Financial Management and Life Care Options for Seniors” on Wealth Matters. Guests include Miles Hurley, Partner at Hurley Elder Care Law; Barbara Scurry, Owner at Senior Partners; and Chris Foster, Executive Director at A Hand to Hold.

ABOUT MILES HURLEY

Miles Patrick Hurley is an Elder Law attorney in private practice in Atlanta, serving the legal needs of the elderly population on issues related to aging; including retaining independence,quality of life and financial security. Mr. Hurley is one of ten attorneys in the state of Georgia to receive the Elder Law Attorney Certification (CELA), and one of approximately 400 nationwide.

THE LAW FIRM PRACTICE: Miles is committed to making the process of planning for the future—our own and that of those we love—as pain-free as possible. His firm holds the philosophy that dedicated client service and individualized plans can actually make this difficult process empowering and even rewarding.

Providing comprehensive legal solutions for elders by helping families find, get and pay for good long-term care
Life Care Planning
Veterans Benefits Eligibility
Medicaid and nursing home planning
Guardianship/Conservatorship
Asset Protection
Special Needs planning
Wills, Trusts and Powers of Attorney
Probate and Estate Administration

LEADERSHIP ROLES: Mr. Hurley serves or has served in the following leadership roles:

President of the Georgia Chapter of the National Academy of Elder Law Attorneys
Founding member and former Vice President of the Life Care Planning Law Firms Association (LCPLFA)
Current Chair of the Elder Law Section of the State Bar of Georgia
Served as the vice president of the Board of Directors for The Lewy Body Dementia Association
Board member Atlanta Theater To Go
Board member Estate Planning Council of North Georgia
Troop Committee – Boy Scout Troop 74

EDUCATION, PUBLICATIONS AND CREDENTIALS:

Undergraduate-Emory University/University of Tennessee, Knoxville; Law – Georgia State University

College of Law

Contributor: Alzheimer’s Association – GA Chapter, Quarterly Newsletter; Contributor: Senior Services

North Fulton Quarterly Newsletter

Member of State Bars of Georgia and Tennessee

Website: http://hurleyeclaw.com/

ABOUT BARBARA SCURRY

Barbara Scurry grew up in Minneapolis, MN but has lived in the Atlanta area since late 2000. She graduated cum lade with a Bachelor’s of Business Administration from Middle Tennessee State University and had a corporate career in marketing in the manufacturing, financial services, and geriatric healthcare industries.

While doing sales and business development in nursing homes and marketing for a Continuing Care Retirement Community and a private-duty home care company, she developed a passion for working with senior citizens. In 2011, Barbara started Senior Partners (formerly The Money Moxie) to be a financial advocate that provides peace of mind to seniors who are struggling with their daily life and money matters.

With her skill at organizing chaos, Barbara and her staff of three Senior Partners, get things done for their clients, protect them from fraud, help keep them independent, and save them money. Senior Partners specializes in providing above and beyond personalized, concierge-type services for their clients.

Barbara lives in Norcross and part-time in Charleston, South Carolina with her husband Darryl and has recently taken up yoga and cardio boxing as her outlet for stress.

Website: http://yourseniorpartners.com/

ABOUT CHRIS FOSTER

As an inspirational business leader, Chris Foster brings 25 years of business management in the Atlanta market to A Hand To Hold, one of Georgia’s largest private duty home care agencies. As a Certified Senior Advisor (CSA) & Gerontologist, Chris is an expert in the field of aging and senior care. With extensive experience in business management, marketing, public speaking and leadership, Chris strives to bring inspirational messages, timely information and reliable resources to the seniors of Georgia.

Website: http://ahandtohold.com/

ABOUT GASLOWITZ FRANKEL, LLC:

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

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LinkedIn: https://www.linkedin.com/company/estatedispute

WEALTH MATTERS: Exit and Succession Strategies for Closely Held Business Owners

Posted on February 24, 2016February 24, 2016

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Robert Port, Cardell McKinstry, Bryan Koepp, Adam Gaslowitz

On this week’s episode of “Wealth Matters”, hosts Adam Gaslowitz and Robert Port discuss “Exit and Succession Strategies for Closely Held Business Owners”.

Guests include Cardell Mckinstry, Director of M&A Tax Services for Habif, Arogeti & Wynne LLP, and Bryan P. Koepp, Regional Wealth Strategist and Senior Vice President of Regions Private Wealth Management.

ABOUT BRYAN P. KOEPP

Bryan joined Regions Private Wealth Management in August 2015 as its Wealth Strategist for its East region. Bryan’s major areas of expertise include advanced estate and trust planning, business succession planning, non-qualified benefit planning for companies and their employees, asset protection, and complex insurance transactions.

Prior to joining Regions Private Wealth Management, Bryan chaired PNC’s Wealth Management National Practice Group for Planning for the Business Owner as a Senior Wealth Planner for its Georgia wealth team. The Planning for the Business Owner group focused on the unique and often difficult planning needs of business owners including the development of a tax- efficient plan for business transition whether the transition is targeted for family members, outright sale, public offering, or other strategy. Bryan has also served as a group financial planning strategist with BB&T Wealth Management. While at BB&T, Bryan was the firm’s lead business transition planning strategist and also anchored BB&T’s wealth planning team in Georgia. Bryan has also served as a director and senior consulting attorney for AXA Equitable’s advanced markets team.

Bryan received his undergraduate degree (B.A.) with honors from the College of Wooster in Wooster, Ohio. He earned his law degree (J.D.) from The Ohio State University College of Law. He is admitted to practice law in the states of Georgia and Ohio. Bryan is also a Certified Financial Planner and a registered Trust & Estate practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) for international planning.

Website: http://www.regions.com

Linkedin: https://www.linkedin.com/in/bryan-koepp-0402317

ABOUT CARDEL MCKINSTRY

Cardell is the Director of M&A Tax Services for Habif, Arogeti & Wynne, LLP. Cardell has over 15 years of tax consulting experience serving clients across a wide range of industries, including construction, distribution, financial services, manufacturing and telecommunications. Prior to joining Habif, Arogeti & Wynne, Cardell was a Senior Director with the Alvarez & Marsal Transaction Tax Group and a former member of the Mergers and Acquisitions Transaction Services Group at Deloitte & Touche LLP.

Cardell focuses on advising financial and strategic clients on the tax aspects and structuring of taxable and tax-free transactions. These include mergers and acquisitions, dispositions, restructurings, leveraged buy-outs and recapitalizations. He has been involved in all aspects of due diligence, transaction structuring and reviews of transaction-related documents.

Cardell has assisted in providing tax solutions for companies going through different phases of their life cycle, such as mergers and acquisitions, dispositions, bankruptcies and ownership changes. The tax solutions provide a variety of structures to retain valuable tax attributes (e.g. NOLs, tax credits, etc.), maximizing value and flexibility for all parties involved.

Cardell earned a bachelor’s degree in accounting and a master’s degree in taxation from the University of Alabama.

Website: www.hawcpa.com

ABOUT GASLOWITZ FRANKEL, LLC:

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

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WEALTH MATTERS: Year-End Philanthropy and Charitable Giving Ideas

Posted on November 25, 2015November 25, 2015

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Craig Frankel, Itai Tsur, Justin Sullivan, Patrick Renn, Adam Gaslowitz

On this episode of Wealth Matters, hosts Adam Gaslowitz and Craig Frankel discuss year-end philanthropy and charitable giving ideas with their guests Pat Renn, Itai Tsur and Justin Sullivan.

ABOUT PAT RENN

Pat is the founder and president of The Renn Wealth Management Group. He is a CERTIFIED FINANCIAL PLANNER™ professional with more than 35 years of experience in counseling high-net-worth individuals, business owners and professionals regarding their financial affairs.

Pat has been president of the Georgia Society of the Institute of Certified Financial Planners and president of the Georgia chapter of the International Association for Financial Planning. He is a member of the Society of Financial Services Professionals, the Atlanta Estate Planning Council and the Georgia Planned Giving Council. He holds a bachelor’s degree in business administration from Villanova University and an MBA from Loyola College. He holds the Advanced Pension Planning certificate from The American College as well as the Investment Management Consultant designation from Raymond James Institute.

Pat served on the board of trustees for Holy Innocents’ Episcopal School and was chair of their Endowment Funds Committee. Pat also served as chair of the Cathedral of St. Philip Endowment Funds and is the current chair of the Episcopal Media Center Endowment. He is past board chair of the Georgia Special Olympics and has served on numerous charitable and professional organization boards.

Pat is married with two sons. He enjoys travel, golf, fly fishing and wing shooting in his spare time.

Facebook: https://www.facebook.com/The-Renn-Wealth-Management-Group-an-Independent-Firm-134955893528289/?fref=nf

LinkedIn: https://www.linkedin.com/in/patrick-renn-7b74541

Twitter: https://twitter.com/patrenn

ABOUT ITAI TSUR

Itai D. Tsur is the Senior Director of Planned Giving and Endowment (PG&E) at Jewish Federation of Greater Atlanta. In that capacity, Itai manages and oversees Federation’s endowment, including its stewardship program, policies and procedures, record retention, fund distributions, programming and donor services. A graduate of the University of Texas at Austin and Emory University School of Law, Itai is an experienced attorney who worked for several years in private practice both in New York City and Atlanta prior to entering the world of nonprofit. Itai subsequently earned his MBA from Georgia State University, Robinson College of Business, and draws upon that training in order to guide PG&E’s transition to The Atlanta Jewish Foundation, which is set to launch in early 2016.

LinkedIn: https://www.linkedin.com/in/itaitsur

Twitter: https://twitter.com/itaitsur

ABOUT JUSTIN SULLIVAN

As Vice President and a PNC Wealth Management Investment Advisor, Justin Sullivan develops, communicates and executes tailored investment strategies for clients. He is responsible for managing complex fiduciary, agency and individual retirement accounts, as well as alternative investment product. Justin also works with a team of specialists in financial and estate planning, banking services and trust to help clients achieve their financial objectives.

Prior to his current role, Justin was an Investment Advisor with PNC Wealth Management in Philadelphia, PA. He completed a year-long rotational program for emerging wealth management professionals where he acquired industry skills including investments, wealth planning, estate planning and completed rigorous credit training. Justin managed over $120M in assets for his clients in Philadelphia before relocating to Atlanta in 2013.

Justin lives in the Buckhead area of Atlanta and serves on the Board of Directors for the Fulton County Court Appointed Special Advocates (CASA). He enjoys reading, travel, volunteerism and outdoor activities. He earned his Bachelor of Science in Business Administration (Finance and Economics) degree from the University of Pittsburgh. He is also a CERTIFIED PROFESSIONAL PLANNER™.

ABOUT GASLOWITZ FRANKEL, LLC:

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

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WEALTH MATTERS: The “Administrative” Stage of Estate Planning

Posted on September 22, 2015

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Adam Gaslowitz, Ronnie Genser, Jeff Scroggin, Craig Frankel

On this episode of Wealth Matters, hosts Craig Frankel and Adam Gaslowitz discuss how to anticipate and avoid issues at the “administrative” stage of estate planning with their guests Ronnie Genser and Jeff Scroggin.

ABOUT Ronnie Genser

Prior to founding Bereavement Navigators in 2012, Ronnie Genser’s professional background included over 25 years in international and domestic sales, marketing, training, and consulting. In addition to her sales and marketing career, from 2006-2008 Ronnie served on the Board of Directors of the Lewy Body Dementia Association. As a board member and subsequent volunteer, over a five-year period (2006-2011) she created the organization’s support group network of almost 100 support groups, which spanned 36 states and the province of Ontario, Canada. This support group network continues to provide families and care givers the resources to cope with the life changes wrought by Lewy Body Dementia, an incurable, progressive disease that currently ravages 1.3 million Americans.

Ronnie’s successful career path took an unexpected turn after the sudden death of her husband, Dr. Sandy Weinberg, an Associate Professor of Healthcare Management at Clayton State University, as well as an internationally-renowned FDA Regulatory Affairs consultant to the pharmaceutical, medical device, and biologics industries. He died unexpectedly on October 8, 2011 at age 61, after complications from a heart attack, having spent two days in the ICU at Northside Hospital in Atlanta and seven days in the cardio-vascular ICU at St. Joseph’s Hospital.

The things Ronnie learned about what she needed to do after Sandy’s death including how to organize the numerous and unexpected tasks, the resources she found, and the tips she learned, she now shares in her work as a Bereavement Navigator with other widows, widowers, adult children, and other relatives who have lost a loved one, in hopes that her knowledge will make this process and the journey ahead easier for them.

Because Ronnie’s experience also taught her that being well-prepared before a death is one of the greatest gifts you can give a loved one, she also works with healthy couples and individuals to prepare, or in some cases better prepare, their affairs before their own deaths. As a result, Bereavement Navigators offers them and their loved ones the priceless gift of peace-of-mind, knowing the potentially myriad tasks their loved ones will face after their death will be much easier, less time-consuming, and most importantly, less stressful.

ABOUT Jeff Scroggin

Jeff Scroggin has practiced as a business, tax and estate planning attorney in Atlanta for 36 years. His practice Scroggin & Company, P.C. is devoted to tax planning, estate planning, business representations, business succession and sales of businesses and properties. He is co-creator of the “Family Incentive Trust” and creator of the “The Family Love Letter.” Jeff practices out of an 1883 house in the historic district of Roswell, Georgia. The building contains one of the largest collections of tax memorabilia in the US. The tax collection was featured in a front page article in the Wall Street Journal on April 15, 2015. Jeff is known for his ability to convert complex, technical information into practical, useable forms. He also hopes he is not as pompous as this bio would seem to indicate.

Jeff serves as a Member of the University of Florida Levin College of Law Board of Trustees. Jeff received the following degrees from the University of Florida: B.S.B.A. (Accounting), 1974; Juris Doctorate, 1977; Master of Laws in Taxation (LL.M.), 1979. Jeff has taught tax law at the University of Florida College of Law and College of Business.

Jeff is a Founding Board member of the University of Florida College of Law Tax Institute and a Founding member of the University of Florida Advisor Network. He was a CPA with Arthur Andersen’s nationwide estate planning group. He is a Nationally Accredited Estate Planner, is rated “AV” by Martindale Hubbell (since 1990) and has been named in Atlanta magazine as a Georgia “Super-Lawyer” (2009, 2010, 2011, 2012, 2013, 2014 and 2015) and “Five Star Wealth Advisor” (2009, 2010, 2011, 2013, 2014 and 2015). He holds a perfect 10 rating from AVVO. Jeff was Founding Editor-in-Chief of the NAEPC Journal of Estate and Tax Planning from 2006-2011 and was Co-Editor of Commerce Clearing House’s Journal of Practical Estate Planning from 2004-2006.

Jeff’s professional affiliations include: The State Bar of Georgia, the Florida Bar, American Revenues Society, American Tax Token Society, Atlanta Estate Planning Council, Buckhead Study Group, Georgia Planned Giving Council, and the North Georgia Estate Planning Council (President, 2002-2005). He was Chairman of the North Fulton Community Foundation from 2007-2009 and is a member of the Board of Directors of the National Association of Estate Planners and Councils (2002-2010) where he was Co-Chairman of the Long Range Planning Committee and served as Chairman of the Publications Committee. He is a member of the Board of Directors of the Historic Roswell Convention and Visitors Bureau ( 2004-2015), and is a member of the Roswell Rotary Club. He served as Founding Chairman of the Friends of Barrington Hall (2008-2012).

Jeff is the author of over 250 published articles and columns. He was a columnist for Advisor Today Magazine (1997-2010) and a contributing writer to National Underwriter. He has written three books and was recognized by the CFP Board of Examiners for writing one of the best planning articles for the year 2000. His website has been recommended by the Journal of Accountancy for estate planning purposes.

Jeff is a frequent speaker on business, tax and estate planning issues. He has been married for 37 years to Lynn Geiger Scroggin and has three children. His oldest son is a professional blacksmith, his daughter works as a charitable event planner & fundraiser and his youngest son is an Iraq war veteran.

ABOUT GASLOWITZ FRANKEL, LLC:

If you would like to listen to past episodes of “Wealth Matters’, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

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WEALTH MATTERS: The “End of Life” Stage of Estate Planning

Posted on August 26, 2015August 31, 2015

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Adam Gaslowitz, Nikola Djuric, Brandy wright, Craig Frankel

Adam Gaslowitz, Nick Djuric, Brandy Wright, Craig Frankel

On this episode of Wealth Matters, hosts Craig Frankel and Adam Gaslowitz discuss how to anticipate and avoid issues at the “end of life” stage of estate planning with their guests Brandy Wright and Nick Djuric.

ABOUT Brandy Wright

Brandy Wright, MBA, CDFA™, CFP® is a Wealth Manager with Cambridge Wealth Counsel. She specializes in working with senior executives and successful retirees. Having extensive experience designing and implementing complex financial plans for Fortune 500 executives and Executive Retirees, she has a wealth of knowledge and experience. Brandy joined Cambridge Wealth Counsel in 2010 and works primarily in the Atlanta-Northside office.

Brandy holds a Masters in Business Administration in Personal Financial Planning from Georgia State (1999) and is a Certified Divorce Financial Analyst® and a Certified Financial Planner™ professional. She also holds a BA in Finance with a minor in Risk Management from Georgia Southern University (1997). She is a corporate member of NAPFA.

Prior to joining Cambridge Wealth Counsel, she worked for The AYCO Company, L.P., a subsidiary of Goldman Sachs, for seven years holding various positions as an analyst, financial planner and eventually as Vice President (2003-2010). Brandy also spent several years as a Trust Officer with SunTrust Bank in their Fortune 500 executive pension group (1997-1999).

Brandy lives in Buckhead, Georgia with her baby girl, Blakely, and two Shih-tzu’s, Bentley and Barnsley. She is a Kappa Delta alumna and is a home liaison for the annual Tour of Kitchens event with the Junior League of Buckhead. While not working, she enjoys movies, music, social and charitable events, Holiday fun, UGA football, any chance to get to the beach, spending time with friends and family and trying to keep up with a very happy and active Blakely!

LinkedIn: https://www.linkedin.com/in/brandykwrightcdfacfp

ABOUT Nick Djuric

Nick Djuric advises clients on estate planning—including the preparation of wills and trust instruments and tax and succession planning for closely held businesses. A member of Sutherland’s Tax Practice Group, Nick practices primarily in estate, gift and generation-skipping transfer tax; wills, trusts, and administration of estates; tax controversies; fiduciary litigation; and private foundations. In particular, he works closely with private family offices and their professional advisors on multigenerational estate planning. As chair of the Legislation Committee of the State Bar of Georgia Fiduciary Law Section, Nick has been active for many years in the reform of Georgia’s law of trusts and estates.

Nick served as an adjunct professor of law at John Marshall Law School and Georgia State University College of Law, introducing future attorneys to wills, trusts, estates and federal gift and estate taxation. Prior to joining Sutherland, Nick was a law clerk for the Honorable Gerald Bard Tjoflat, Chief Judge of the U.S. Court of Appeals for the Eleventh Circuit.

LinkedIn: https://www.linkedin.com/company/sutherland-asbill-&-brennan-llp

ABOUT GASLOWITZ FRANKEL, LLC:

If you would like to listen to past episodes of “Wealth Matters’, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

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WEALTH MATTERS: The Planning Stage of Estate Planning

Posted on June 24, 2015

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Adam Gaslowitz, Robert Port, John Howard, Richard Morgan

On this episode of Wealth Matters, hosts Adam Gaslowitz and Robert Port discuss how to anticipate and avoid issues at the “planning” stage of estate planning with their guests John Howard and Richard Morgan.

ABOUT JOHN HOWARD

John is a co-founder and Chief Executive Officer of Resource Planning Group. He was born in Biloxi, Mississippi, but lived his early years in cities around the world as his father was an Officer in the Air Force. John is a magna cum laude graduate of the University of Tennessee (BS, Business Administration). He began his career as a Certified Public Accountant with Arthur Andersen. He then earned his Juris Doctorate from the Emory University School of Law. He is also a CERTIFIED FINANCIAL PLANNER™, founding RPG in 1991. He is a member of the Fee-Only ^® National Association of Personal Financial Advisors (NAPFA), the Georgia Society of CPAs, the State Bar of Georgia, and the Atlanta Bar Association. He is also a Charter Member of Kingdom Advisors, a network of Financial Advisors committed to giving financial advice that is grounded in biblical principles. John was named one of the Top 100 People in Georgia Banking and Finance by the Atlanta Business Chronicle from 2006 through 2009. He has also been identified as a FIVE STAR: Best in Client Satisfaction Wealth Manager since 2008 by Atlanta Magazine. John is a 2005 graduate of Leadership Sandy Springs. He serves on the Board for Kaleidoscope ABA, Inc., a nonprofit school serving children with Autism Spectrum or related disorders, and the Board of Advisors for the Bank of Sandy Springs.

How I Live Well : John and his wife, the former Georgia “Tee Gee” Finklea of Pamplico, South Carolina, have been married for over 32 years and have six children. Their second child, Jack, is autistic and has inspired a strong interest in families who have children with special needs. John and Tee Gee are active in the Body of Christ and dedicated to supporting missions at home and around the world. John enjoys spending time with his family, reading, and traveling.

Facebook: https://www.facebook.com/rpgplanner

LinkedIn: https://www.linkedin.com/company/resource-planning-group

Twitter: https://twitter.com/rpgplanner

ABOUT RICHARD MORGAN

Richard M. Morgan has been practicing law in Georgia since 1987. Richard founded the award-winning Alpharetta law firm of Morgan & DiSalvo, P.C. in 1995 to help individuals and families plan and prepare for the many changes that life brings. Morgan & DiSalvo was again named in U.S. News & World Report and Best Lawyers.com “Best Law Firms” ranking for 2015. Morgan & DiSalvo received the highest “Tier 1” rating in Trusts and Estates Law, a distinction held by only 10 law firms in the Metro Atlanta area.

Richard prides himself on bringing peace of mind to individuals and families by helping them prepare for significant life events. In addition to the primary practice areas of the firm, Richard also specializes in finding creative solutions for clients in the areas of estate & tax planning, estate & trust dispute resolution, business succession planning, planning for special needs beneficiaries, creditor protection, charitable gift planning and tax controversies.

Richard’s work is differentiated by his level of service and attention to detail. His technical and analytical capabilities and problem-solving approach are unique among attorneys. A leader in his field, Richard is past president of the Taxation Sections of both the Georgia and Atlanta Bar Associations, the Estate Planning & Probate Section of the Atlanta Bar Association, the North Georgia Estate Planning Council and the Georgia Planned Giving Council. Richard also serves on the Executive and Legislative committees of the Fiduciary law section of the Georgia Bar Association.

In 2014, Richard was elected as a Fellow in The American College of Trust and Estate Counsel (ACTEC). This is the most prestigious group of Trusts and Estates attorneys in the country, with only 50 Fellows in the State of Georgia. ACTEC membership is only offered to those who have provided substantial contributions to the field of trusts and estates law. Richard has used his charitable gift planning expertise over the years by serving as the chairman or member of professional advisory committees of several large Atlanta organizations including the Jewish Federation of Greater Atlanta, Jewish Family & Career Services, the Community Foundation of Greater Atlanta and YMCA of Metropolitan Atlanta.

Richard received is B.B.A. in Accounting, cum laude, and his J.D. degree, cum laude, from the University of Georgia. He received his LL.M. in Taxation from Emory University. Richard is a frequent speaker on estate and tax planning, charitable gift planning and other tax related topics.

Richard loves life and all that it has to offer, but his greatest accomplishments have all related to his wonderful and loving family, including his incredible wife and three children, and of course, now two Goldendoodles.

Facebook: https://www.facebook.com/pages/Morgan-DiSalvo-PC/118280784932490

LinkedIn: https://www.linkedin.com/company/morgan-&-disalvo-p.c.

YouTube: https://www.youtube.com/user/MorganDisalvo/videos

ABOUT GASLOWITZ FRANKEL, LLC:

If you would like to listen to past episodes of “Wealth Matters’, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

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WEALTH MATTERS: Structuring & Managing Investment Portfolios

Posted on May 27, 2015

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Bill Leonard, Robert Port, Craig Frankel, Lane Steinberger

On this episode of Wealth Matters, hosts Craig Frankel and Robert Port discuss the issues and challenges in structuring and managing an investment portfolio with their guests Bill Leonard and Lane Steinberger.

ABOUT BILL LEONARD

Bill Leonard, a partner at Taylor English Duma LLP, has over three decades of experience in litigation involving securities and investments, liability of directors, officers, managers, and partners of businesses, shareholder and member rights and fiduciary duties, accountant and auditor liability, law firm liability, and banking law. His experience includes class actions, lawsuits in federal and state courts in many different states, and arbitrations. Mr. Leonard is also a trained mediator and has served as an arbitrator for securities disputes. He conducts internal investigations into potential wrongdoing by officers, directors, and employees of corporations. He has represented officers, directors, accountants, brokers, and other professionals in investigations by the Securities and Exchange Commission (SEC), the New York Stock Exchange, the Commodities Futures Trading Commission, and the Department of Justice. He has represented investors, stockbrokers, and brokerage firms in lawsuits and FINRA arbitrations concerning stocks, bonds, and options.

Mr. Leonard has been counsel to parties in litigation involving insurance coverage, restrictive covenants, tax sharing agreements, mergers and acquisitions, computer software, and other business disputes. He has represented shareholders in asserting dissenters’ rights in connection with corporate mergers and asset sales. He has also handled fiduciary litigation in several contexts, such as the representation of employees in litigation against trustees and corporate sponsors of ERISA plans to recover benefits and for breach of fiduciary duty, waste, and conflicting interest transactions.

Mr. Leonard investigated and asserted claims as counsel to the Federal Deposit Insurance Corporation against directors, officers, and attorneys of failed financial institutions in several states. As counsel to the National Credit Union Administration, he headed the investigation and assertion of claims against directors, officers, and attorneys of two Massachusetts credit unions, including uncovering the largest real estate fraud in United States credit union history.

LinkedIn Profile: https://www.linkedin.com/pub/bill-leonard/1b/68a/916

LinkedIn Company Page: https://www.linkedin.com/company/taylor-english-duma-llp

ABOUT LANE STEINBERGER:

As chief investment officer, Lane Steinberger brings more than 20 years of experience in the world of finance and investing to Redwood Wealth Management. Lane also comes from a long line of entrepreneurs, including his grandfather and father, who owned a grocery store and furniture business in Statesville, N.C., that was established in the early 1900s

Lane’s path to Redwood started with Bank of America in Charlotte, N.C., advising clients on the foreign currency markets and derivative strategies, his first job after attending North Carolina State University. From there, it was on to international finance studies in Vienna, Austria, and Bangalore, India, as part of the University of South Carolina’s nationally ranked International MBA program.

He joined BellSouth in 2000, where he managed a $5 billion fixed income/bond portfolio for the company’s pension fund while also working as the fund’s asset allocation strategist, managing the asset allocation of the entire pension portfolio.

After BellSouth, Lane finally followed in the footsteps of his father and grandfather and started Alexander Investment Advisory, which later merged into Redwood.

Today, he holds both the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations, a distinction shared by few advisors. He intends to be a lifelong student since he is now currently working towards a Doctorate in Business at Georgia State University.

He has also served as a board member and media/communications head of the CFA Society of Atlanta and volunteers on the budget and finance committee for the JF&CS charity.

As an avid traveler, Lane has been to more than 26 countries and 3 continents. He is an outdoor enthusiast and runner, finishing two marathons, one ultra-marathon and three Outward Bound/NOLS courses in Chile, Costa Rica and Canada.

Lane resides in Cumming and on the weekends you will most likely find him traveling to Dahlonega for a day hike or shopping at Whole Foods with his wife and two kids.

LinkedIn Profile: https://www.linkedin.com/in/lanesteinberger

LinkedIn Company Page: https://www.linkedin.com/company/redwood-wealth-management-llc

Facebook Page: https://www.facebook.com/RedwoodWealthManagement

ABOUT GASLOWITZ FRANKEL, LLC:

If you would like to listen to past episodes of “Wealth Matters’, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

WEALTH MATTERS: The ABCs of Asset Protection

Posted on April 22, 2015

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Craig Frankel, Tony Turner, Katlyn Dennis, Adam Gaslowitz

On this episode of Wealth Matters, hosts Adam Gaslowitz and Craig Frankel discuss the ABCs of asset protection with their special guests Tony Turner and Katlyn Dennis.

ABOUT KATLYN DENNIS

Katlyn Davis started her career at State Farm in 2002 in South Florida, moved to Marsh Private Client Group (both in Palm Beach and Atlanta) from September 2005 through October 2010, and joined NFP Private Client Group in October 2010.

We focus on Personal Insurance for high net worth individuals and families. Reviewing their current programs and placing them with the best carrier and coverage’s for their needs. Most high net worth individuals have very comprehensive programs that need annual reviews and constant review. We can place in all 50 states and have numerous specialty markets for the hard to place risks. We are a boutique hands on firm that concentrates only on personal insurance needs.

Facebook Page: https://www.facebook.com/OneNFP

LinkedIn Profile: https://www.linkedin.com/pub/katlyn-dennis/39/ab8/312

ABOUT TONY TURNER

Tony Turner practices family wealth planning, estate and charitable planning, probate and estate administration and business succession. He is a Fellow of the American College of Trust and Estate Counsel, named a Top 100 Attorney in the United States by Worth Magazine, a Georgia Super Lawyer and has also been one of Georgia Trend Magazine’s Legal Elite.

Mr. Turner graduated from the University of North Carolina at Chapel Hill with a Bachelor of Science in Business Administration and a Juris Doctor, both with honors. He received his Master of Laws in Taxation from Emory University, graduating first in his class. Mr. Turner has also passed the Certified Public Accountant examination.

Mr. Turner actively speaks and writes about wealth planning, estate and tax planning and related topics. In 2014, he has given talks such as: “State of the Estate and Gift Tax” (Meeting of the Financial Planning Association of Georgia) and “Love, Sex, Money and Death: Estate Planning Aspects of Divorce” (American Bar Association of Family Law).

Facebook Page: https://www.facebook.com/pages/Cohen-Pollock-Merlin-Small-PC/279710319364?fref=ts

LinkedIn Profile: https://www.linkedin.com/pub/tony-turner/3/759/545

ABOUT GASLOWITZ FRANKEL, LLC:

If you would like to listen to past episodes of “Wealth Matters’, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

WEALTH MATTERS: Recognizing and Avoiding Triggers That Lead To Estate Disputes

Posted on February 25, 2015February 25, 2015

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Robert Port, Craig Frankel, Adam Gaslowitz, Millie Baumbusch

On today’s episode of “Wealth Matters” attorneys Adam Gaslowitz and Craig Frankel are joined by the firm’s newest partners Robert C. Port and Millie Baumbusch for a roundtable discussion about recognizing and avoiding triggers that can lead to estate disputes.

ABOUT ROBERT C. PORT

Robert Port has over 30 years of experience in civil litigation, arbitration and mediation. In addition to handling business and contract disputes, and will, trust, estate, and other fiduciary disputes, Robert has an emphasis on representing investors harmed by the misconduct of their stockbroker, investment advisor, insurance agent, or other trusted advisor.

Robert has handled court and arbitration cases across a broad range of financial misconduct, including cases arising from inappropriate strategies, unsuitable sales of annuities and life insurance products, failed or unlawfully offered private placements, real estate investment trusts (REITs), excessive trading (churning), unauthorized trading, sale of unregistered securities, and losses suffered as a result of Ponzi schemes.

Robert is AV rated by Martindale-Hubbell, and has been repeatedly selected as a Georgia Super Lawyer. He is the Editor of Georgia Business Litigation, a one-volume comprehensive guide to subjects that business litigators often encounter in their practices, published by the Daily Report and American Law Media (ALM). He also publishes and lectures on investing, securities litigation, and arbitration, including articles in both legal and general interest publications. He has been interviewed ind quoted by a variety of media outlets including the Wall Street Journal, Atlanta Business Chronicle, Atlanta Journal-Constitution and the Daily Report.

LinkedIn: http://www.linkedin.com/in/robertport/en

ABOUT MILLIE BAUMBUSCH

Millie Baumbusch is a litigator specializing in trust and estate matters. This includes contested will cases, claimes regarding trust and estate accountings, claims for breaches of fiduciary duty andabuses of powers of attorney, and a variety of disputes involving trust and esatte holdings in companies and partnerships.

A significant portion of Millie’s practice involves contested adult guardianships and conservatorships. Millie is certified in civil collaborative practice. She has made CLE presentations and lectured on guardianships, how to avoid estate disputes, and other related topics.

Prior to beginning her law practice with Gaslowitz Frankel, Millie was a lending officer to middle market companies at a New York money center bank. During her time there, she held several positions in strategic planning and market research. Millie currently serves on the Board of Directors of the ALS Association Georgia Chapter. Millie joined Gaslowitz Frankel in 2007.

LinkedIn: http://www.linkedin.com/in/milliebaumbusch/en

ABOUT GASLOWITZ FRANKEL, LLC:

If you would like to listen to past episodes of “Wealth Matters’, please visit their You Tube Channel.

Remember to tune in the last Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

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